Congress SMid Growth ETF
CSMD
CSMD
17 hedge funds and large institutions have $244M invested in Congress SMid Growth ETF in 2025 Q1 according to their latest regulatory filings, with 3 funds opening new positions, 7 increasing their positions, 7 reducing their positions, and 6 closing their positions.
New
Increased
Maintained
Reduced
Closed
more capital invested
Capital invested by funds: $ → $
more funds holding in top 10
Funds holding in top 10: →
more repeat investments, than reductions
Existing positions increased: | Existing positions reduced:
less ownership
Funds ownership: →
15% less funds holding
Funds holding: 20 → 17 (-3)
50% less first-time investments, than exits
New positions opened: 3 | Existing positions closed: 6
Holders
17
Holding in Top 10
1
Calls
–
Puts
–
Top Buyers
| 1 | +$12.2M | |
| 2 | +$7.34M | |
| 3 | +$3.25M | |
| 4 |
Rockefeller Capital Management
New York
|
+$1.39M |
| 5 |
CWM
Congress Wealth Management
Boston,
Massachusetts
|
+$1.25M |
Top Sellers
| 1 | -$1.65M | |
| 2 | -$1.03M | |
| 3 | -$330K | |
| 4 |
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
-$260K |
| 5 |
Goldman Sachs
New York
|
-$229K |
